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Getting Started with Salesforce online training

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Presentation Transcript
slide3

Learn to navigate Sales force CRM and build lasting customer relationships.

  • By the end of this course, you will be able to:
  • Log into the Sales force CRM application.
  • Describe the basic terminology of Sales force navigation.
  • Navigate Sales force CRM applications.
  • Utilize Global Search to find records, files, and people.
  • Customize basic application settings.
  • Find additional Sales force Help & Training.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide4

Trailhead - Navigate the Sales force Advantage

Enroll Now :  https://goo.gl/qfXwWU

I think most of you (probably all) are aware of TRAILHEAD!! An awesome tool design by a great team of Sales forceto help new and experience developers. It helped me a lot to get over lightning concepts and I hope you must have your own favorite list.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide5

FREE Interactive Live Demo:

https://goo.gl/O926ng

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide6

Enroll Now :  https://goo.gl/qfXwWU

The World’s Most Complete CRM Application CRM is about managing successful relationships with your customers, including potential customers.

  • Successful CRM involves:
  • Marketing to your customers.
  • Generating Sales.
  • Providing excellent customer service.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide7

FREE Interactive Live Demo:

https://goo.gl/O926ng

Main Menu

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide8

Logging into Sales force for the First Time

Enroll Now :  https://goo.gl/qfXwWU

slide10

FREE Interactive Live Demo:

https://goo.gl/O926ng

Enroll Now :  https://goo.gl/qfXwWU

slide11

FREE Interactive Live Demo:

https://goo.gl/O926ng

Main Menu BEGIN Logging In Terminology Navigation Global Search Customization Help & Training Summary & Demo Knowledge CONCLUDE Check Suggested Route of Investigation Click Here to Finish

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide12

Salce force Terminology and icons

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide13

Reports:

Summary and analysis of

Sales force data.

Contracts

A written agreement between two or more parties.

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide14

Leads

Any person, organization, or company that may be interested in your products or services.

Opportunities

A potential revenue-generating event.

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide15

Accounts

Customers, competitors, and partners.

Forecasts

The best estimate of the revenue you can generate in a quarter.

FREE Interactive Live Demo:

https://goo.gl/O926ng

slide16

FREE Interactive Live Demo:

https://goo.gl/O926ng

Contacts

Any individual or influencer associated with an account.

Cases

A detailed description of a customer’s feedback, problems, or questions.

slide17

Solutions

A detailed description of a customer issue and its resolution.

Dashboards

A real-time snapshot of company metrics and performance indicators.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide18

Activities

A task or a scheduled calendar event.

Products

An individual item that is sold on an opportunity.

slide19

Logging into Sales force for the First Time

Tabs & Pages Click on a tab to navigate to that home page. Each home page is the starting point for working with that object or application. NOTE: Each Home page layout is very similar, so you only need to understand one to understand them all.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide20

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide21

Additional Tabs Click All Tabs to view additional tabs. Click the name of a tab to open its home page. to Add Available Tabs the Selected Tabs list Click and save. My Customize Tabs to add tabs to your default tab display.

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide23

Collapsing the Sidebar

FREE Interactive Live Demo:

https://goo.gl/O926ng

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide24

Navigating List Views What is a view?

  • You can use list views to see a specific set of records.
  • A view is a list of records that match a specific set of criteria.
  • Each object has several default views and you can create your own custom views.
slide25

FREE Interactive Live Demo:

https://goo.gl/O926ng

We have +4 Experienced Sales force Certified Trainers.

CONTACT US For Additional Assistance , Course Details, Demo and Batch Scheduling Information, Get the details from

Enroll Now :  https://goo.gl/qfXwWU

USA : +1 940 440 8084, IND : +91 953 383 7156

Email Id : info@maxonlinetraining.com

slide26

MAXONLINETRAINING.COM

USA : +1 940 440 8084IND : +91 953 383 7156

E-Mail ID : info@maxonlinetraining.com

Visit : www.maxonlinetraining.com

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